Civic Intelligence

Julie a. Folger, D.D.S. PC.

Plan context: Julie a. Folger, D.D.S. PC. Profit Sharing Plan & Trust

EIN 75-2624793 • Sherman, TX • 12 filings • 4 plans

3333 N. Fm 1417Sherman, TX 75092
Current Snapshot

Latest Year

2021

2021 Participants

10

2021 Assets

$484,995

2021 Contributions

$51,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$484,995$242,498$0199920182020YearValue
$484,995Latest year 2020

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160199920182020YearValue
10Latest year 2020

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202120$0$51,000-
Julie a. Folger, D.D.S. PC. Profit Sharing Plan & Trust-0$0$26,000-
JULIE A. FOLGER DDS PENSION PLAN-0$0$25,000-
2020210$484,995$94,374$9,437iApproximate average salary by contribution assumption: employee only about $235,935 at 4% or $157,290 at 6%; with 50% employer match about $157,290 at 4% or $104,860 at 6%; with 100% employer match about $117,968 at 4% or $78,645 at 6%.
JULIE A. FOLGER DDS PENSION PLAN-9$308,101$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
Julie a. Folger, D.D.S. PC. Profit Sharing Plan & Trust-10$176,894$44,374$4,437iApproximate average salary by contribution assumption: employee only about $110,935 at 4% or $73,957 at 6%; with 50% employer match about $73,957 at 4% or $49,304 at 6%; with 100% employer match about $55,467 at 4% or $36,978 at 6%.
2019210$404,328$150,671$15,067iApproximate average salary by contribution assumption: employee only about $376,678 at 4% or $251,118 at 6%; with 50% employer match about $251,118 at 4% or $167,412 at 6%; with 100% employer match about $188,339 at 4% or $125,559 at 6%.
JULIE A. FOLGER DDS PENSION PLAN-9$253,791$85,000$9,444iApproximate average salary by contribution assumption: employee only about $236,111 at 4% or $157,407 at 6%; with 50% employer match about $157,407 at 4% or $104,938 at 6%; with 100% employer match about $118,056 at 4% or $78,704 at 6%.
Julie a. Folger, D.D.S. PC. Profit Sharing Plan & Trust-10$150,537$65,671$6,567iApproximate average salary by contribution assumption: employee only about $164,178 at 4% or $109,452 at 6%; with 50% employer match about $109,452 at 4% or $72,968 at 6%; with 100% employer match about $82,089 at 4% or $54,726 at 6%.
2018211$237,353$161,598$14,691iApproximate average salary by contribution assumption: employee only about $367,268 at 4% or $244,845 at 6%; with 50% employer match about $244,845 at 4% or $163,230 at 6%; with 100% employer match about $183,634 at 4% or $122,423 at 6%.
JULIE A. FOLGER DDS PENSION PLAN-8$159,308$95,000$11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%.
Julie a. Folger, D.D.S. PC. Profit Sharing Plan & Trust-11$78,045$66,598$6,054iApproximate average salary by contribution assumption: employee only about $151,359 at 4% or $100,906 at 6%; with 50% employer match about $100,906 at 4% or $67,271 at 6%; with 100% employer match about $75,680 at 4% or $50,453 at 6%.
201728$84,570$84,570$10,571iApproximate average salary by contribution assumption: employee only about $264,281 at 4% or $176,188 at 6%; with 50% employer match about $176,188 at 4% or $117,458 at 6%; with 100% employer match about $132,141 at 4% or $88,094 at 6%.
JULIE A. FOLGER DDS PENSION PLAN-5$70,000$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Julie a. Folger, D.D.S. PC. Profit Sharing Plan & Trust-8$14,570$14,570$1,821iApproximate average salary by contribution assumption: employee only about $45,531 at 4% or $30,354 at 6%; with 50% employer match about $30,354 at 4% or $20,236 at 6%; with 100% employer match about $22,766 at 4% or $15,177 at 6%.
200010$0$0-
Julie a. Folger, D.D.S. PC. Profit Sharing Plan & Trust-0---
199917$20,754$10,000$1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%.
Julie a. Folger, D.D.S. PC. Profit Sharing Plan & Trust-7$20,754$10,000$1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%.